Biotech Values

[iwfal]

DNDN -

In the prior thread, I asked you to cite examples and you came up empty (#msg-65884168). You then attempted to justify your position by talking about behavior in the semiconductor industry (#msg-65886329), which is an altogether different animal from the drug/biotech industry when it comes to boom and bust cycles.

Reminders:

1) As you point out (see italics in your own quote) I did not come up empty. You just tried to disqualify my entry by saying it was invalid because it was 'different' even though the very difference you floated (highly trained manufacturing worker) is distinctly untrue. Argument by assertion (that it is different because you say it is) is not terribly useful.

2) I also pointed out that an all-to-common tactic on these boards is to challenge an opponent to find-an-example-within-this-null-set-target. (Obviously finding an example in a null-set is an impossible task). In this case, for example, you challenged me to find an example of a biotech with known-to-be-transient (for, say, 24 month delay in reaching rev target) revenue hiccup that did layoffs. I asked for some examples (any examples) of a biotech with such a known-to-be-transient problem. No answer - from which I take it that your target was a null set. Again, while a good board debate trick not actually useful.

PS Appreciate the more civil debate - but would appreciate it if we could get more tangible (E.g. revenue predictions. Predictions of near term inflection points in revenue. ... ) and stay away from the debate tricks.

PPS I will choose to ignore any response to this post that is not more tangible or useful. FWIW.